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User Roles & Permissions

Quick Reference

Your IntegrityCounts account supports an unlimited number of users across four distinct roles. Each role controls what a user can see, do, and receive notifications for within the platform. Assigning the right roles ensures proper access, accountability, and confidentiality throughout every investigation.

Click on any role card below to expand the full permission details, or switch to Compare Roles to see a side-by-side breakdown.

M
Manager
Full visibility and control

Oversees all incoming reports, assigns investigators, manages case outcomes, and accesses all reporting tools. The primary role for compliance program administrators.

Case Access
View all cases in the company
Assign investigators to cases
Update case details, status, and outcomes
Edit summary and internal ID
Update implicated individuals
Create messages and internal notes
Create, manage, and delete attachments
Update case type, location, and department
Add and manage tags
Reopen cases
File cases by proxy on behalf of a reporter
Access to activity log
Notifications
New case notifications
Case updated and case status changed
Restricted list changed
Reporter messages, reviewer messages, and internal messages
Case assignment changed
Overdue alerts (3, 7, and 21 days)
Reporting
Access to Insights reporting dashboard
Access to automated/scheduled reports
Access Controls
Assignable to cases
Restrictable: automatically restricted from a case if implicated in a report
I
Investigator
Assigned cases only

Has full investigative tools within assigned cases, including messaging, attachments, and case updates. Cannot see unassigned reports, manage tags, edit summaries, or file by proxy.

Case Access
View and investigate assigned cases
Assign other investigators to their cases
Update actions, case type, location, and department
Edit internal ID
Create messages and internal notes
Create and manage attachments
Reopen cases
Access to activity log
Cannot view unassigned cases
Cannot edit summary
Cannot update implicated individuals
Cannot add or manage tags
Cannot delete attachments
Cannot file cases by proxy
Notifications
Case updated and restricted list changed
Reporter messages, reviewer messages, and internal messages
Case assignment changed
No new case notifications
No case status changed notifications
No overdue alerts
Reporting
Access to Insights reporting dashboard
No access to automated/scheduled reports
Access Controls
Assignable to cases
Not restrictable
B
Backup Manager
Steps in when needed

Has the same core permissions as a Manager, but their notifications activate when a Manager is implicated in a report and automatically restricted from that case.

Case Access
Same full case visibility and management as Manager
Assign investigators, update cases, manage attachments
Edit summary, update implicated, manage tags
File cases by proxy
Notifications
Receives new case notifications when a Manager is restricted
Receives message and update notifications when a Manager is restricted
Reporting
Access to Insights reporting dashboard
Access to automated/scheduled reports
Key Difference
Designed as a safeguard for independence when a Manager is named in a report
A
Analyst
Data and trends only

Access to Insights analytics and trend reporting without visibility into individual case details. Ideal for executives or compliance officers who need data oversight.

Case Access
Cannot view individual reports or case details
Cannot manage, assign, or update cases
Notifications
Does not receive any case notifications
Reporting
Access to Insights for analytics and trend reporting
Generate and schedule automated Insights reports
Best For
Executives, board members, or compliance officers who need trend visibility without case-level access

Select two or more roles to compare side by side.

Select at least two roles above to see a comparison

When to Use Each Role

Manager Your compliance program lead or HR director who needs to see every report, assign investigations, manage case outcomes, and access all reporting tools.
Investigator Team members who handle specific investigations. They have full investigative tools within their assigned cases but cannot see unassigned reports or file by proxy.
Backup Manager A safeguard role. When a Manager is named in a report, the Backup Manager takes over to preserve independence and ensure the case is handled without conflict.
Analyst Executives, board members, or compliance officers who need trend data and Insights reporting without access to individual case details.

Good to Know

  • Each user can hold only one role at a time.
  • Roles can be changed at any time by contacting our support team at support@integritycounts.ca.
  • When a Manager is implicated in a report, they are automatically restricted from viewing that case.
  • Unlimited users can be added to your account at no additional cost.